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KPP Advisory Services’s Invesco Mortgage Capital IVR Stock Holding History

KPP Advisory Services’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,213
Closed -$106K – 301
2024
Q4 		$106K Sell
13,213
-1,000
-7% -$8.39K 0.03% 252
2024
Q3 		$133K Sell
14,213
-200
-1% -$1.8K 0.03% 253
2024
Q2 		$135K Sell
14,413
-1,000
-6% -$9.02K 0.04% 230
2024
Q1 		$149K Buy
+15,413
New +$138K 0.04% 233

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

KPP Advisory Services's IVR Position: Q1 2025 in Review

KPP Advisory Services sold out of Invesco Mortgage Capital (IVR) in Q1 2025, closing a stake of 13,213 shares — an estimated $106K sold.

KPP Advisory Services first reported a position in IVR in Q1 2024 and held it in 4 quarters. The position peaked at $149K in Q1 2024. 146 funds tracked by Wall St. Rank hold IVR as of Q1 2025.

  • KPP Advisory Services reported no remaining Invesco Mortgage Capital position as of Q1 2025 after selling out during the quarter.
  • KPP Advisory Services sold 13,213 Invesco Mortgage Capital shares in Q1 2025, an estimated $106K.
  • KPP Advisory Services first reported a position in Invesco Mortgage Capital in Q1 2024 and held it in 4 quarters.
  • KPP Advisory Services's Invesco Mortgage Capital position peaked at $149K in Q1 2024.
  • 146 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2025.

Based on KPP Advisory Services's 13F filing for Q1 2025, filed 23 Apr 2025.